Master-detail Relationship in Salesforce
Table of Contents Introduction Master-detail relationships in Salesforce are fundamental for defining the parent-child relationship between objects, offering robust data management and hierarchical structures. These relationships ensure that the child record (detail) is inherently linked to the parent record (master), providing seamless data integration and cascading actions. In this article,…
Lookup Relationship in Salesforce
Table of Contents What is Relationship? In Salesforce, a relationship refers to the connection between two data objects that allows them to interact and share information. These relationships help structure and organize data by linking related records. Salesforce provides various types of relationships, including lookup and master-detail relationships, to suit…
A step-by-step guide to the ServiceNow CSA exam
Are you preparing to pass the ServiceNow System Administrator Certification Exam and wish to become a Certified System Administrator (CSA)? This Certification does not only demonstrate your mastery of the ServiceNow and cloud computing processes, but also allows you to advance in your career as a candidate with the exact…
Approval Process in Salesforce
Table of Contents What is an Approval Process? Approval processes are used to automatically approve a record for an org. They are defined using a sequence of steps and perform an approve, reject, or recall action on each record. Salesforce also supports the ability to approve records through email. Read…
Workflow Rules in Salesforce
Workflow rules in Salesforce Workflows are used in Salesforce to automate certain business processes. You can set them up to perform certain actions based on user-defined criteria. Read more: SOQL Query in Salesforce There are three types of instances where you can set up criteria to be evaluated in this context….
The 15 skills of a successful Salesforce Administrator
Salesforce Admin is the most common first step for people who enter the world of Salesforce careers. This position is pretty accessible even for those who don`t have any previous experience with coding or IT provided that you manage to find a quality Salesforce training course. At the same time,…
Salesforce Classic Email Templates
Classic Email Templates Classic email templates allow users to design the content and structure of the email messages sent to third parties through Salesforce. They are also referred to as “Communication Templates” due to this reason. These templates primarily have two content types, static and dynamic, and two template types,…
Data Management – Salesforce
Data Management When conducting data manipulation operations on a bulk of data, you need the help of a dedicated tool to speed up the process. Data Loader is one of the most popular Salesforce-authorized tools used for this task. Data loader allows you to process a maximum of 5 million…
How much do Salesforce Developers make and why? A thorough salary guide
Various professionals decide to build their careers in Salesforce for different reasons. Some are attracted by career growth and development perspectives, while others look for the perfect work-life balance that the Salesforce ecosystem has to offer. There are those who see Salesforce training as an opportunity to boost their existing…
Step-by-Step Salesforce Admin Tutorial for beginners
Table of Contents Throughout this free Salesforce guide from CRS Info Solutions, you will systemize and upgrade your understanding of Cloud Computing and Database Manipulation and get deep insights into Salesforce CRM Solutions and their application. Check out these top Salesforce interview questions and answers for extensive knowledge and informative…
